Gauging the ‘taper tantrum’ fallout
ING THINK aloud24 Feb 2021

Gauging the ‘taper tantrum’ fallout

Federal Reserve Chairman Jerome Powell sent a message to nervous bond markets this week: calm down. But are traders and investors listening? 10-year Treasury yields have continued their march higher on hopes for an economic recovery, sparking concern that the move could eventually spiral into a so-called 'taper tantrum' similar to that seen in 2013. In this podcast, ING's Chris Turner discusses the prospect of a further sharp sell-off in bonds and the implications for global markets.

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Stablecoins: From 'Wild West' to Mainstream

Stablecoins: From 'Wild West' to Mainstream

Imagine a world where money moves instantly - across borders, systems and time zones, 24 hours a day.For many, that future rests on stablecoins: digital money, backed by real assets, designed to hold ...

26 Mars 40min

Deals, deployment and digital-free childhoods - Telecoms in 2026

Deals, deployment and digital-free childhoods - Telecoms in 2026

In this podcast, ING’s Jan Frederik Slijkerman discusses the key trends that are set to define the European telecoms sector in 2026

23 Feb 10min

Pharma 2026: Higher prices, manufacturing migration, China's ascent

Pharma 2026: Higher prices, manufacturing migration, China's ascent

Are Trump’s pharmaceutical policies a seismic revolution, or just hot air? Will he succeed in lowering drug prices in 2026? Will manufacturing shift to the US? And how will all of this impact Europe a...

22 Jan 25min

The data centre power play - AI, energy and Europe's next move

The data centre power play - AI, energy and Europe's next move

In this podcast, ING's Diederik Stadig, Gerben Hieminga and Coco Zhang discuss the role of data centres in driving global economic growth, strategies to tackle the energy challenge, and what Europe mu...

27 Nov 202519min

Firings, the Fed's future, and the fallout for policy and markets

Firings, the Fed's future, and the fallout for policy and markets

In this podcast, ING's James Knightley and Padhraic Garvey discuss President Trump's efforts to steer monetary policy - and the economic narrative - through high-profile firings at the Federal Reserve...

2 Sep 202521min

Pharma's bitter dose of tariff pressure

Pharma's bitter dose of tariff pressure

The Trump administration has imposed a 15% tariff on EU pharmaceuticals and threatened even steeper levies elsewhere. At the same time, however, the government has issued ultimatums to 17 companies to...

5 Aug 202516min

How far can the dollar fall?

How far can the dollar fall?

The US dollar's historic plunge has sent ripples across global currency markets. As its dominance falters, investors everywhere are asking, how far could it fall - and who stands to gain? In this week...

18 Juli 202515min

Tariff gambit shifts to August. Then what?

Tariff gambit shifts to August. Then what?

President Donald Trump this week delayed the planned  9 July tariff hikes on US imports, notifying 22 countries that rates could rise as much as 50% on 1 August.The White House had paused these measur...

10 Juli 202524min

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